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Advisors / Massachusetts / Pittsfield
12yrs

Robert Chapman

Financial advisor at Edward Jones

Robert Chapman is a fiduciary financial advisor in Pittsfield, Massachusetts, with 12 years in the industry. Robert joined Edward Jones in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.

One of 40 advisors with offices in Pittsfield, and one of 36 fiduciaries.

Pittsfield, MA 01201Fiduciary advisor
Call the officeDirections

At a glance

Experience12 years (since 2014)
How that compares ?More experience than 58% of advisors at Edward Jones
Office511 East St, Pittsfield, MA 01201
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
    Edward JonesCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Robert’s local office at (413) 499-3025 or the Edward Jones main office at (314) 515-2000, and ask for Robert Chapman.

How long has Robert been a financial advisor?

Robert has been in the industry since 2014, about 12 years. More experience than 58% of advisors at Edward Jones.

What licenses does Robert hold?

Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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